Private Client Banker: Wealth & Relationship Advisor

JPMorgan Chase & Co.; Niles (IL); Sur place; USD 65 000 - 90 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. in Illinois seeks a Private Client Banker in Branch Banking to serve as the primary point of contact for a select group of affluent clients and other customers, managing their complete banking relationship with a proactive, education-forward approach.

Responsibilities include soliciting referrals, partnering with Specialists to address specialized financial needs, and enabling 24/7 self-service access while adhering to regulatory requirements.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.

Responsabilités

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Connaissances

Excellent communication skills

Relationship-building

Team orientation

New client acquisition

Formation

High school degree or GED or foreign equivalent

Description du poste

JPMorgan Chase & Co. in Illinois seeks a Private Client Banker in Branch Banking to serve as the primary point of contact for a select group of affluent clients and other customers, managing their complete banking relationship with a proactive, education-forward approach.

Responsibilities include soliciting referrals, partnering with Specialists to address specialized financial needs, and enabling 24/7 self-service access while adhering to regulatory requirements.